WEA FINANCIAL ADVISORS, INC.
CRD #144919 SEC #801-118359 MADISON, WI 800-279-4030
SEC Registered
Total AUM
$554.3M
Discretionary
$554.3M
Employees
4
Clients
--
Accounts
620
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BACHIM, MERRY | I | SECRETARY | NA | Control |
| BENDER, BOYD, GRISWOLD | I | DIRECTOR | NA | Control |
| BENDER, BOYD, GRISWOLD | I | DIRECTOR | NA | Control |
| BENDER, BOYD, GRISWOLD | I | DIRECTOR | NA | Control |
| BENDER, BOYD, GRISWOLD | I | DIRECTOR | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENDER, BOYD, GRISWOLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Suzanne, Lee | I | TRUSTEE | NA | Control |
| Brown, Suzanne, Lee | I | TRUSTEE | NA | Control |
| Brown, Suzanne, Lee | I | TRUSTEE | NA | Control |
| Brown, Suzanne, Lee | I | TRUSTEE | NA | Control |
| Brown, Suzanne, Lee | I | TRUSTEE | NA | Control |
| ECHEVERRIA, BRENDA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHEVERRIA, BRENDA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHEVERRIA, BRENDA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHEVERRIA, BRENDA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hoffmann, Mary, Ellen | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hoffmann, Mary, Ellen | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hoffmann, Mary, Ellen | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hoffmann, Mary, Ellen | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hoffmann, Mary, Ellen | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| KIJEK, DAVID, ROY | I | CEO | NA | Control |
| Lehmann, Robert, John | I | TRUSTEE | NA | Control |
| Lehmann, Robert, John | I | TRUSTEE | NA | Control |
| Lehmann, Robert, John | I | TRUSTEE | NA | Control |
| Lor, Maiwa | I | TRUSTEE | NA | Control |
| Lor, Maiwa | I | TRUSTEE | NA | Control |
| Lor, Maiwa | I | TRUSTEE | NA | Control |
| Lor, Maiwa | I | TRUSTEE | NA | Control |
| Lor, Maiwa | I | TRUSTEE | NA | Control |
| Mahoney, Kathleen, Trudeau | I | TRUSTEE | NA | Control |
| Mahoney, Kathleen, Trudeau | I | TRUSTEE | NA | Control |
| Martin, Ronald, Eugene | I | TRUSTEE | NA | Control |
| Martinez, Jesse, Andrew | I | TRUSTEE | NA | |
| Martinez, Jesse, Andrew | I | TRUSTEE | NA | Control |
| Martinez, Jesse, Andrew | I | TRUSTEE | NA | Control |
| Martinez, Jesse, Andrew | I | TRUSTEE | NA | Control |
| Olsen-Wirtz, Peggy, Lynn | I | TRUSTEE | NA | Control |
| Olsen-Wirtz, Peggy, Lynn | I | TRUSTEE | NA | Control |
| Olsen-Wirtz, Peggy, Lynn | I | TRUSTEE | NA | Control |
| Olsen-Wirtz, Peggy, Lynn | I | TRUSTEE | NA | Control |
| Olsen-Wirtz, Peggy, Lynn | I | TRUSTEE | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHEEL, RHONDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| SCHILLER, KRISTINA, RAE | I | SECRETARY | NA | Control |
| Schiller, Kristina | I | SECRETARY | NA | Control |
| Stelter, Elaine, Carol | I | TRUSTEE | NA | Control |
| Ugoretz, Nathan, Lake | I | TRUSTEE | NA | Control |
| Ugoretz, Nathan, Lake | I | TRUSTEE | NA | Control |
| Ugoretz, Nathan, Lake | I | TRUSTEE | NA | Control |
| Ugoretz, Nathan, Lake | I | TRUSTEE | NA | Control |
| Ugoretz, Nathan, Lake | I | TRUSTEE | NA | Control |
| Wilcox, Thomas, Jon | I | TRUSTEE | NA | |
| Wilcox, Thomas, Jon | I | TRUSTEE | NA | Control |
| Wilcox, Thomas, Jon | I | TRUSTEE | NA | Control |
| Wilcox, Thomas, Jon | I | TRUSTEE | NA | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
| WEA MEMBER BENEFIT TRUST | DE | PARENT TRUST COMPANY FOR WEA FINANCIAL ADVISORS, INC. | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| BROWN, SUZANNE, LEE | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| HUENINK, JANET, SHIRLEY | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| LEHMANN, ROBERT, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MARTIN, RONALD, E. | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| MCGRATH, PATRICK, JOHN | I | WEA MEMBER BENEFIT TRUST | F | Control |
| Olsen-Wirtz, Peggy, Lynn | I | WEA MEMBER BENEFIT TRUST | F | |
| Olsen-Wirtz, Peggy, Lynn | I | WEA MEMBER BENEFIT TRUST | F | |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| SMITS, CLAYTON, EVERSON | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| STELTER, ELAINE, CAROL | I | WEA MEMBER BENEFIT TRUST | F | Control |
| Ugoretz, Nathan, Lake | I | WEA MEMBER BENEFIT TRUST | F | |
| Ugoretz, Nathan, Lake | I | WEA MEMBER BENEFIT TRUST | F |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (14)
AK AZ CA CO FL IL LA MI MN NE NH NV TX WI
Address
660 JOHN NOLEN DRIVEMADISON, WI 53713
United States
Phone: 800-279-4030